Bi-Weekly Market Insights

 

In today’s fast-changing world, uncertainty is part of every investor’s journey — but it can also be a source of growth, resilience, and opportunity. No matter where you are in your financial journey, the key is to stay informed and confident in your long-term plan.  Check out a few articles and news that caught my attention in this month.

 

Client Friendly Replay: Market Update: Navigating an Evolving Geopolitical Landscape

As part of our ongoing commitment to our clients, TD Wealth hosted a live conference call on Monday, March 23rd. A guest panel of TD Wealth and TD Asset Management subject matter experts discussed what recent developments in the global landscape may mean for the economy, markets, and investor portfolios.  You can access the full recording of the call by clicking the link above.

 

The Year Ahead 2026 - The Views from the CIO | TDAM Talks Podcast Recording

Market performance in 2025 was shaped by a complex mix of macroeconomic forces, policy dynamics and evolving investor sentiment. As those forces continue to evolve, the outlook for markets and investment opportunities in 2026 comes into focus. Identifying those opportunities while remaining mindful of potential risks will be central to navigating the year ahead.  Click here to watch the recording.

 

TD Asset Management Recognized at the Fundata FundGrade A+® Awards

For the thirteenth consecutive year, several mutual funds managed by TD Asset Management Inc. (TDAM) were recognized at the annual Fundata Canada Inc. (Fundata) FundGrade A+® Awards. A combination of 24 TD Mutual Funds, TD Managed Assets Program portfolios and TD Exchange-Traded Funds (TD ETFs) won in their respective categories at the 2024 awards, announced Thursday, February 6, 2025. This represents the most FundGrade A+® Awards received by investment funds managed by TDAM in a single period.

 

Canadian banks on solid ground, but uncertainty hangs over outlook

It was a strong earnings season for Canada’s top lenders. But questions remain about the economic outlook and the implications going forward. Mario Mendonca, Managing Director at TD Cowen, discusses the key takeaways and what could drive bank stocks from here.
 

Fraud Prevention: Protecting your business from financial losses

As sophisticated scams surge across Canada, businesses risk losing millions to social engineering and business email compromise. Greg Bonnell speaks with Tarundeep Dhot, Vice President of Canadian Fraud Management at TD Bank Group, about ways fraudsters exploit trust and familiar transaction patterns, and what businesses can do to protect themselves.
 

Innovation vs. Uncertainty: Software stocks face a new balancing act

Concerns about potential Artificial Intelligence disruption have already injected volatility into the software sector. Now, escalating conflict in the Middle East is adding another layer of uncertainty to the sector. Evan Chen, VP for Portfolio Research with TD Asset Management, joins MoneyTalk to discuss what investors should be watching.

 

A global view on investing as new tariffs come into effect

New U.S. tariffs have come into effect, but Michael Brown, VP, Director and Portfolio Manager with TD Asset Management, says there is still potential opportunity for investors in places like Japan and Germany.
 

How big market swings may be hiding broader gains

Despite periods of volatility in certain sectors, there has been good breadth in the markets overall. That’s according to Damian Fernandes, Managing Director and Co-Head of Global Equity Portfolio Management at TD Asset Management. He gives his outlook for markets and explains why he believes the so-called Mag Seven may have turned into the Lag Seven.
 

AI and Interest rates: Potential catalysts for the life insurers

While other sectors have remained volatile, Canada’s life insurers have seen a period of outperformance. Brandon Merkosky, VP for Portfolio Research with TD Asset Management joins MoneyTalk to discuss how new AI-driven efficiencies and supportive interest rates could be potential catalysts for the run to continue.